IS3T.DE vs. IUSD.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and IUSD.DE (iShares MSCI World Islamic UCITS ETF USD (Dist)) are both Global Equities funds from iShares - IS3T.DE tracks the MSCI World Mid Cap Equal Weighted while IUSD.DE tracks the MSCI World Islamic Index. Both are passively managed. Over the past 10 years, IS3T.DE returned 7.96%/yr vs 11.00%/yr for IUSD.DE. A 0.53 correlation means they provide meaningful diversification when combined. IS3T.DE charges 0.30%/yr vs 0.60%/yr for IUSD.DE.
Performance
IS3T.DE vs. IUSD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 6.98% return, which is significantly lower than IUSD.DE's 20.34% return. Over the past 10 years, IS3T.DE has underperformed IUSD.DE with an annualized return of 7.96%, while IUSD.DE has yielded a comparatively higher 11.00% annualized return.
IS3T.DE
- 1D
- 0.30%
- 1M
- 0.74%
- YTD
- 6.98%
- 6M
- 8.06%
- 1Y
- 15.24%
- 3Y*
- 11.56%
- 5Y*
- 6.43%
- 10Y*
- 7.96%
IUSD.DE
- 1D
- -0.49%
- 1M
- 7.71%
- YTD
- 20.34%
- 6M
- 20.25%
- 1Y
- 34.31%
- 3Y*
- 15.20%
- 5Y*
- 19.36%
- 10Y*
- 11.00%
IS3T.DE vs. IUSD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 6.98% | 8.66% | 11.91% | 12.19% | -13.42% | 22.31% | 0.63% | 26.96% | -10.50% | 9.17% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 20.34% | 6.31% | 11.81% | 63.24% | 2.81% | 1.82% | 1.56% | 1.97% | -2.89% | 4.32% |
Correlation
The correlation between IS3T.DE and IUSD.DE is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2014 | 0.53 |
The correlation between IS3T.DE and IUSD.DE shifts across timeframes, from 0.45 (10 years) to 0.77 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS3T.DE vs. IUSD.DE — Risk / Return Rank
IS3T.DE
IUSD.DE
IS3T.DE vs. IUSD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IS3T.DE | IUSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.49 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 7.08 | -4.94 |
| Martin ratioReturn relative to average drawdown | 8.02 | 22.57 | -14.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3T.DE | IUSD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.74 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.83 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.64 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.63 | -0.10 |
Drawdowns
IS3T.DE vs. IUSD.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, which is greater than IUSD.DE's maximum drawdown of -23.82%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and IUSD.DE.
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Drawdown Indicators
| IS3T.DE | IUSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.87% | -23.82% | -13.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.09% | -4.81% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -18.61% | -22.97% | +4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -18.61% | -22.97% | +4.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | -22.97% | -13.90% |
Current DrawdownCurrent decline from peak | -0.59% | -0.49% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -3.61% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.51% | +0.39% |
Volatility
IS3T.DE vs. IUSD.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.77%, while iShares MSCI World Islamic UCITS ETF USD (Dist) (IUSD.DE) has a volatility of 3.98%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than IUSD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3T.DE | IUSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 3.98% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 8.61% | 9.09% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.58% | 12.41% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 23.09% | -9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.25% | 16.93% | -1.68% |
IS3T.DE vs. IUSD.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is lower than IUSD.DE's 0.60% expense ratio.
Dividends
IS3T.DE vs. IUSD.DE - Dividend Comparison
IS3T.DE has not paid dividends to shareholders, while IUSD.DE's dividend yield for the trailing twelve months is around 0.81%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSD.DE iShares MSCI World Islamic UCITS ETF USD (Dist) | 0.81% | 1.00% | 1.26% | 1.47% | 2.75% | 1.80% | 1.55% | 1.94% | 1.57% | 1.45% | 1.45% | 1.60% |
Frequently Asked Questions
IS3T.DE and IUSD.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3T.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3T.DE is cheaper with a 0.30% expense ratio, compared with 0.60% for IUSD.DE.
IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while IUSD.DE tracks MSCI World Islamic Index. Their fees differ too: 0.30% for IS3T.DE and 0.60% for IUSD.DE.
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